Benedetti & Gucer’s Wells Fargo WFC Stock Holding History

Benedetti & Gucer’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,693	Closed	-$200K	–	153
2023 Q2	$200K	Buy	+4,693	New	+$189K	0.1%	135

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Benedetti & Gucer's WFC Position: Q3 2023 in Review

Benedetti & Gucer sold out of Wells Fargo (WFC) in Q3 2023, closing a stake of 4,693 shares — an estimated $200K sold.

Benedetti & Gucer first reported a position in WFC in Q2 2023 and held it in 1 quarter. The position peaked at $200K in Q2 2023. 1,968 funds tracked by Wall St. Rank hold WFC as of Q3 2023.

Benedetti & Gucer reported no remaining Wells Fargo position as of Q3 2023 after selling out during the quarter.
Benedetti & Gucer sold 4,693 Wells Fargo shares in Q3 2023, an estimated $200K.
Benedetti & Gucer first reported a position in Wells Fargo in Q2 2023 and held it in 1 quarter.
Benedetti & Gucer's Wells Fargo position peaked at $200K in Q2 2023.
1,968 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2023.

Based on Benedetti & Gucer's 13F filing for Q3 2023, filed 2 Nov 2023.